Initial Setup

Template Approval – Your message templates must be approved by WhatsApp. (Refer to the uploaded guide for the approval process.)

Add Contacts – Upload your customer contacts with “Tags” into the system. (Refer to the uploaded guide for steps.)

Getting Started with KWIC

• Login to KWIC – Use your credentials to log in to the KWIC dashboard.
• Explore the Dashboard – Familiarize yourself with the layout, especially the Chat and Campaign sections.

Campaign Types in KWIC

• Single Contact Campaigns
• Bulk Contact Campaigns

Sending Single Contact Campaigns

• Go to the Chat section from the main dashboard.
• Click the ‘+’ symbol on the left panel. On the right new slide will be open.
• Enter the WhatsApp number with country code (e.g., 91 for India).
• Choose an approved template from the list.
• Click Send Template to deliver the message.

Sending Bulk Contact Campaigns

1. Create a New Campaign

• Go to the Campaign section from the dashboard
• Click “+ New Campaign”
• Enter a meaningful campaign name

2. Choose a Template

• Select a pre-approved message template
• Preview the template
• Click Next

3. Select Your Audience

• Click the Filter button (a dialog box will open)
• Choose relevant Tags (e.g., Team 1, Team 2)
• Apply filters based on: Date, week, or month, Attributes (include or exclude tags)
• Select contacts by checking the box next to their names
• Click Next

4. Scheduling or Sending Your Campaign

Option 1: Send Immediately

1. Select Send Now
2. Click Publish Campaign
3. Campaign will be sent instantly
4. Monitor real-time delivery status from the dashboard

Option 2: Schedule for Later

1. Select Schedule
2. Choose the preferred date and time
3. Click Publish Campaign
4. The system will send the campaign at the scheduled time

Tip: Scheduling allows you to send campaigns during peak engagement times or align with broader marketing plans.

5. Campaign Analytics

• Each Campaign has an Analytics section
• Click the Analytics symbol on You Need to Know campaign
• You can see details of the Campaign Schedule, Template, and Audience
• Also see details of Sent, Delivered, Read, Processing, Queued, Completed, and Failed Rate.
• Hereby using the filter, you can analyze broadcasts and also “Tags” that you need to avoid sending/resending the broadcast.

6. Re-Tags / New Tag from Campaigns Analysis

• Go to the KWIC Profile section and assign a new tag or re-tag name.
• From the Campaign section, locate the campaign you wish to manage.
• Click on the Analytics icon associated with that campaign.
• Ensure that the appropriate Tags are assigned to the contacts within the campaign.
• On the right-hand side (RHS), click Filter and select a category:( Completed/Send/Delivered/Read/Failed )
• On the left-hand side (LHS), tick the checkboxes to select the contacts.
• Click Bulk Action from the RHS.
• Under Add New Segment, choose one of the following options:-Add Tag/Remove Tag/Marketing Opt-in
• Click Select Tag, then choose the tag(s) you want to assign.
• Example:
  Apply a tag like “New Tag” to contacts in the Failed category (e.g., switched off or unreachable).
• Use this tagged segment to run a focused follow-up campaign.
  Note: We do not target or disturb non-opt-in consumers. Our marketing strictly focuses on opt-in users only.

Final Tips for Effective Campaigns

• Monitor your campaign’s performance using real-time tracking tools
• Analyze delivery, open, and response rates via the analytics dashboard
• Make sure your templates are clear, relevant, and personalized for better engagement

Conclusion

With KWIC, WhatsApp campaign management is simple, scalable, and effective.

Follow this guide to launch high-performing campaigns and boost your communication strategy.